Solving the key challenges of taxable investors

Quantinno offers personalized long/short managed account solutions to help maximize the after-tax wealth of clients.

Welcome to the next evolution of tax-loss harvesting

01
Improve Legacy Tax-Loss Harvesting

DEALS Core not only builds tax-efficient core equity portfolios—it may recharge tax benefits from long-only tax loss harvesting strategies that have become “stuck”.

02
Diversify Concentrated Stocks

DEALS Exchange transitions clients from a concentrated portfolio to a diversified one in a tax-efficient manner—all within your managed account.

03
Make Existing Assets More Productive

DEALS Overlay allows clients to hold onto existing assets while introducing the ability to generate tax benefits to help enhance after-tax wealth.

Learn more about Quantinno’s full suite of investment solutions.
Investment Solutions
Ph.D., CFA

Hoon has spent his career innovating at the intersection of tax, portfolio management, and equity research.

Our Team

Harnessing the power of systematic investing

Quantinno is the pioneer in long/short equity tax-loss harvesting in Managed Accounts.

We manage $4.5B+ in assets across hundreds of accounts.

Frequently Asked Questions

Insights

Read All
September 18, 2023
TLH in Rising Market Environments

Traditional tax-loss harvesting can be effective at the inception of an account, leaving winners in the portfolio to continue climbing and s

General
October 4, 2021
A common sense approach to risk management

A tax-loss harvesting strategy that applies a modest long/short extension may offer some key advantages over more traditional long-only appr

Risk Management
June 10, 2021
Quantifying the tax-loss harvesting benefit under the Biden tax plan, Part III

The Biden administration has proposed some of the most significant federal tax increases since 1993, mostly focusing on capital gains (as th

Tax